Revenue Operations Specialist

Heritage Werks is seeking a Revenue Operations Specialist to enhance the effectiveness and scalability of their client services and growth teams by optimizing systems, data, and workflows.

Requirements

• CRM data integrity, ensuring opportunities, pipeline, and account data are accurate, complete, and up to date
• Support disciplined pipeline management and forecasting
• Build dashboards and reports to track revenue performance and pipeline health
• Standardize project and task setup to align sales and delivery execution
• Ensure workflows are followed consistently across teams
• Manage monthly and quarterly reporting, including retainer tracking and performance summaries
• Provide timely insights to support leadership decision-making
• Identify inefficiencies and implement scalable improvements
• Streamline processes across Salesforce, Wrike, and reporting workflows
• Reduce manual work and duplication across systems
• Support onboarding and training on tools and processes
• Troubleshoot system and workflow challenges

Benefits

• Medical, dental, and vision insurance
• 401(k) with company match
• Paid time off and holidays
• Professional development opportunities